Civic Intelligence

Sulgrave Manor Preservation Foundation

EIN 27-2260017 • 501(c)3 • Cincinnati, OH

PO Box 42338Cincinnati, OH 45242-0338

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

9.5%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

3356%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$38,182

Up $3,315 (+9.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$38,182

Up $3,315 (+9.5%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$3,560

Up $3,457 (+3356%) from 2016

Expenses

Down

$245

Down $600 (-71%) from 2016

Net Income

Up

$3,315

Up $4,057 (+547%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $249,625Liabilities 2010: $0Net Assets 2010: $249,6252010Assets 2011: $132,554Net Assets 2011: $132,5542011Assets 2012: $106,728Net Assets 2012: $106,7282012Assets 2013: $83,147Net Assets 2013: $83,1472013Assets 2014: $65,349Net Assets 2014: $65,3492014Assets 2015: $0Net Assets 2015: $35,6092015Assets 2016: $34,867Net Assets 2016: $34,8672016Assets 2017: $38,182Net Assets 2017: $38,1822017

Highlighted filing

2017

Assets$38,182
Liabilities-
Net Assets$38,182
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $15,5472010Revenue 2011: $20,461Expenses 2011: $137,532Net Income 2011: -$117,0712011Revenue 2012: $5,190Expenses 2012: $30,979Net Income 2012: -$25,7892012Revenue 2013: $29,905Expenses 2013: $53,486Net Income 2013: -$23,5812013Revenue 2014: $24,409Expenses 2014: $42,650Net Income 2014: -$18,2412014Revenue 2015: $1,105Expenses 2015: $30,845Net Income 2015: -$29,7402015Revenue 2016: $103Expenses 2016: $845Net Income 2016: -$7422016Revenue 2017: $3,560Expenses 2017: $245Net Income 2017: $3,3152017

Highlighted filing

2017

Revenue$3,560
Expenses$245
Net Income$3,315
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,182
Liabilities
-
Net assets
$38,182
Revenue
$3,560
Expenses
$245
Net income
$3,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.04$0.00$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.36$0.01$0.31$0.30
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.24$0.43$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.30$0.53$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$1.07$0.05$0.31$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$1.33$0.20$1.38$1.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.00$2.50$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 20, 2018
Return Version
2017v2.2
Gross Receipts
$3,560
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK HOWARDBoard Member-$0--
JOHN VONDER HAARBoard MemberPT$0--
DAN GEEDINGBoard Member-$0--
PAUL HUNTERPresident-$0--
GRIFFIN SCHULZBoard Member-$0--
RICK DAVIESBoard Member-$0--
JOHN WEANERBoard Member-$0--
KYLE STENGLEBoard Member-$0--
DAVID SMITHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Sulgrave Manor Preservation Foundation
EIN
27-2260017
Phone
5137845692
Address
PO Box 42338, Cincinnati, OH 45242-0338

Signing Officer

Name
Paul Hunter
Title
President
Phone
5137845692
Signed
2018-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Dittrich & Associates PLLC
Address
658 Highland Avenue, Fort Thomas, KY 41075
Preparer
Todd H Dittrich
Phone
8594417750
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Part III - The organizations primary purpose”

Pt III, Line 31

“to preservve and maintain the historically and”

Pt III, Line 31

“architecturally significant Sigma Alpha Epsilon”

Pt III, Line 31

“Chapter House and related grounds at”

Pt III, Line 31

“310 N Tallawanda, Oxford, OH”

Form 990EZ, Part I, Line 8

“Repayment of Loan 2000.”

Form 990EZ, Part I, Line 16

“Brokerage Account Fees 245.”

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0245
IRS990EZ/OtherRevenueTotalAmt02000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01100
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09875
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0671
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IRS990ScheduleA/InvestmentIncomeCYPct00.03830
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part III - The organizations primary purpose
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1to preservve and maintain the historically and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2architecturally significant Sigma Alpha Epsilon
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Chapter House and related grounds at
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4310 N Tallawanda, Oxford, OH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Repayment of Loan 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Brokerage Account Fees 245.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL HUNTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137845692
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sulgrave Manor Preservation Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SULG
ReturnHeader/Filer/EIN0272260017
ReturnHeader/Filer/PhoneNum05137845692
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 42338
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452420338
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.138.186.61
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:41:00
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0658 Highland Avenue
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041075
ReturnHeader/PreparerPersonGrp/PhoneNum08594417750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD H DITTRICH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T09:41:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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